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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,563 | $102,385+35.3% | $147,080-5.8% | $80,935+71.2% |
| Participation rate | 67.6% | 75.9%-8.2pp | 82.2%-14.5pp | 67.7%0pp |
| Annual return | 14.27% | 135.09%-120.8pp | 420.17%-405.9pp | 35.66%-21.4pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,280 | $6,651-65.7% | $8,066-71.7% | $4,299-47.0% |
| Admin fee / account holder | $950 | $7,951-88.0% | $12,989-92.7% | $6,924-86.3% |